| Description |
Suggested Article Phase |
TIME For CHANGE |
| Software System Requirements |
All Season |
Oct-April |
| E-Filing Prior Year Tax Returns |
All Season |
Oct-April |
| Earned Income Credit (EIC) |
All Season |
Oct-April |
| How to Locate The Name of a Host Computer. |
All Season |
Oct-April |
| Earned Income and EIC Qualifications |
All Season |
Oct-April |
| How to retrieve/restore return within the desktop program. |
All Season |
Oct-April |
| Billing Changes not reflecting on Tax Return (Reload Billing) |
All Season |
Oct-April |
| STATE and BUSINESS Release status (Desktop, Hosted) |
All Season |
Oct-April |
| How to Restore a Deleted Tax Return |
All Season |
Oct-April |
| How to Submit a Return to Central Site For Diagnostics |
All Season |
Oct-April |
| Program Keyboard Shortcuts |
1- Start of Season |
Oct - Dec |
| How to Add/Change a User’s Password |
1- Start of Season |
Oct - Dec |
| How to Install the Motorola Symbol Scanner For Use With The Program |
1- Start of Season |
Oct - Dec |
| How to Create a Desktop Shortcut on Local/Networked PC |
1- Start of Season |
Oct - Dec |
| How to Locate The Product Version of The Program |
1- Start of Season |
Oct - Dec |
| How to Configure a Billing Schedule in The Program |
1- Start of Season |
Oct - Dec |
| How to Create a Login Account |
1- Start of Season |
Oct - Dec |
| How to Enter in The Prior Year Path |
1- Start of Season |
Oct - Dec |
| Google App Password For Using With 2-Step Verification |
1- Start of Season |
Oct - Dec |
| How To Remove or Uninstall The Software |
1- Start of Season |
Oct - Dec |
| How to Backup Returns in The Program |
1- Start of Season |
Oct - Dec |
| Supported Signature Pads |
1- Start of Season |
Oct - Dec |
| Locating/Printing E File Summary Page & IRS Tracking Number location |
1- Start of Season |
Oct - Dec |
| New York Error: Missing NYTPRIN (NY Preparer Registration ID Number) |
2- Efile Pre-season (Pre-Ack) |
Jan1 - Feb (2nd week) |
| What is an Easy Advance or Prefund? (All Banks Data) |
2- Efile Pre-season (Pre-Ack) |
Jan1 - Feb (2nd week) |
| How to Disable Invoicing in The Program |
2- Efile Pre-season (Pre-Ack) |
Jan1 - Feb (2nd week) |
| How to Use The Remote Signature (Desktop Version) |
2- Efile Pre-season (Pre-Ack) |
Jan1 - Feb (2nd week) |
| How to Proforma Tax Return Files |
2- Efile Pre-season (Pre-Ack) |
Jan1 - Feb (2nd week) |
| Identity Theft PIN Location For The Taxpayer, Spouse or Dependent |
2- Efile Pre-season (Pre-Ack) |
Jan1 - Feb (2nd week) |
| How to Add a Vehicle Asset |
2- Efile Pre-season (Pre-Ack) |
Jan1 - Feb (2nd week) |
| Verify Error: Calculated Prep Fee Mismatch on Invoice and Bank App |
2- Efile Pre-season (Pre-Ack) |
Jan1 - Feb (2nd week) |
| How to Print a Completed Tax Return |
2- Efile Pre-season (Pre-Ack) |
Jan1 - Feb (2nd week) |
| How to Import a Document Into a Return |
2- Efile Pre-season (Pre-Ack) |
Jan1 - Feb (2nd week) |
| How to Remove a Bank Application From a Return |
2- Efile Pre-season (Pre-Ack) |
Jan1 - Feb (2nd week) |
| How to Remove a Service Bureau Lock |
2- Efile Pre-season (Pre-Ack) |
Jan1 - Feb (2nd week) |
| How to Print a Check Through Refund Advantage |
2- Efile Pre-season (Pre-Ack) |
Jan1 - Feb (2nd week) |
| Error Message: "Error 00000 – Your message could not be sent! Check your TextLink Settings or Internet Settings" |
2- Efile Pre-season (Pre-Ack) |
Jan1 - Feb (2nd week) |
| Checks Not Printing |
2- Efile Pre-season (Pre-Ack) |
Jan1 - Feb (2nd week) |
| ERROR "Transmitter Fee does not match Central Site EFIN record" when Transmitting a Tax Return |
2- Efile Pre-season (Pre-Ack) |
Jan1 - Feb (2nd week) |
| Invalid Characters or Symbols During Printing |
2- Efile Pre-season (Pre-Ack) |
Jan1 - Feb (2nd week) |
| How to Print Test Checks |
2- Efile Pre-season (Pre-Ack) |
Jan1 - Feb (2nd week) |
| PTIN information |
2- Efile Pre-season (Pre-Ack) |
Jan1 - Feb (2nd week) |
| How to reload an EFIN |
2- Efile Pre-season (Pre-Ack) |
Jan1 - Feb (2nd week) |
| How to Locate a Complete List of IRS Rejection Codes |
3- File Ctr Opens (Refusal/Rejection) |
Feb (3rd week) - March (1st week) |
| Common IRS Rejections (rejects) |
3- File Ctr Opens (Refusal/Rejection) |
Feb (3rd week) - March (1st week) |
| How to Check The Status of an EF Return Using "Where’s My Refund" on The IRS Website |
3- File Ctr Opens (Refusal/Rejection) |
Feb (3rd week) - March (1st week) |
| Rejection: Primary SSN and Primary Name Control Text Must Match The E-File Database |
3- File Ctr Opens (Refusal/Rejection) |
Feb (3rd week) - March (1st week) |
| Central Site Refusal: Return Submitted by Another User ID |
3- File Ctr Opens (Refusal/Rejection) |
Feb (3rd week) - March (1st week) |
| How to Reprint a Damaged or Unusable Check |
4-Distribution & Tax Questions |
March (1st week) - April |
| When to Void a Check |
4-Distribution & Tax Questions |
March (1st week) - April |